Upmarket WSR Announces Inaugural Wealth Exemplar Awards New Series Of Annual Awards Honors Firms And Individuals Who Contributed To Wealth Management Industry On Exemplary Basis By Julius Buchanan / 6 Dec 2022
Upmarket Retirement Income Solutions Provider Of The Year: Sound Income Group, IncomeConductor And Retirement Income Solutions Sound Income Group, IncomeConductor And Retirement Income Solutions Win For Retirement Income Solutions Provider Of The Year By Chris Latham / 6 Dec 2022
Upmarket Private Equity-Backed Firm Of The Year: Hightower, Kestra And Stratos WSR Honors Hightower Advisors, Kestra Holdings And Stratos Wealth Holdings As Private Equity-Backed Firms Of The Year By Michael Madden / 6 Dec 2022
Upmarket Hybrid RIA Of The Year: AmeriFlex, TAG Advisors And Integrated Partners WSR Names The AmeriFlex Group, TAG Advisors And Integrated Partners As Hybrid RIAs Of The Year By James Miller / 6 Dec 2022
Upmarket Fee-Based RIA Of The Year: Robertson Stephens, Bogart And Coldstream Robertson Stephens, Bogart Wealth And Coldstream Wealth Management Named Fee-Based RIAs Of The Year By James Miller / 6 Dec 2022
Upmarket Asset Manager Platform Of The Year: AssetMark, FusionIQ And GeoWealth WSR Honors AssetMark, FusionIQ And GeoWealth As Asset Manager Platforms Of The Year By Janeesa Hollingshead / 6 Dec 2022
Upmarket Alternative Investments Platform Of The Year: CAIS, Crystal Capital And iCapital CAIS, Crystal Capital Partners And iCapital Win WSR Wealth Exemplar Awards For Alternative Investment Platform Of The Year By Michael Madden / 6 Dec 2022
Upmarket Wealthtech Firm Of The Year: Docupace, Snappy Kraken And Advyzon Docupace, Snappy Kraken And Advyzon Win For Wealthtech Firm Of The Year By Chris Latham / 6 Dec 2022
Upmarket Deal Of The Year: Mega, Large, Upper-Mid-Sized, Mid-Sized And Boutique Advisor Group Wins For Mega Deal, Mariner Wealth Advisors Wins For Large Deal, Creative Planning Wins For Upper-Mid-Sized Deal, Perigon Wealth Management Wins For Mid-Sized Deal And SageView Advisory Group Wins For Boutique Deal By Chris Latham / 6 Dec 2022
Upmarket Family Office Of The Year: Fiduciary Trust, Angeles And Intercontinental Fiduciary Trust International, Angeles Wealth Management And Intercontinental Wealth Advisors Win For Family Office Of The Year By Chris Latham / 6 Dec 2022
Upmarket Practice Management Platform Of The Year: LaSalle St. Securities, Wealthcare And FP Transitions LaSalle St. Securities, Wealthcare And FP Transitions Win For Practice Management Of The Year By Chris Latham / 6 Dec 2022
Upmarket Retirement Plan Advisory Firm Of The Year: Merit, SageView And HUB Merit Financial Advisors, SageView Advisory Group And HUB International Win For Retirement Plan Advisory Firm Of The Year By Chris Latham / 6 Dec 2022
